Filed December 27, 2013 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,426 | $98,750+122.2% | $149,696+46.6% | $79,858+174.8% |
| Participation rate | 94.6% | 75.8%+18.9pp | 82.5%+12.2pp | 69.6%+25.0pp |
| Annual return | 16.90% | 27.43%-10.5pp | 276.60%-259.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $4,466 | $3,216+38.9% | $4,644-3.8% | $2,471+80.8% |
| Participant deferral / active EE | $10,251 | $5,680+80.5% | $6,842+49.8% | $3,740+174.1% |
| Admin fee / account holder | $10,450 | $6,053+72.6% | $9,309+12.3% | $5,306+96.9% |